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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CG

Chad Grover Gildig

Colorado·CRD #2510924
Dual-registered

Dual-registered at INDEPENDENT FINANCIAL PARTNERS

Experience
29 yrs
States
1
Exams
5
Since
1997
Fee
AUM / Hourly / Flat Fee / Other
View profile
CH

Chad Hamilton Odonnell

Texas·CRD #6910211
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
1
Exams
3
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CH

Chad Hill

Florida·CRD #6277183
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Chad Jacob McWhorter

Ohio·CRD #7172089
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
6 yrs
States
2
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CJ

Chad James Castrinos

Louisiana·CRD #3120916
IA Rep

Investment Adviser Rep at INDEPENDENT FINANCIAL PARTNERS

Experience
27 yrs
States
1
Exams
3
Since
1999
Fee
AUM / Hourly / Flat Fee / Other
View profile
CJ

Chad James Parlow

Alaska·CRD #3263875
Dual-registered

Dual-registered at PHILLIPS AND COMPANY ADVISORS LLC

Experience
27 yrs
States
13
Exams
5
Since
1999
Fee
AUM / Flat Fee / Performance-based
Minimum
$50k
View profile
CJ

Chad James Runnels

New York·CRD #5259851
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
18 yrs
States
3
Exams
7
Since
2008
Est. fee
AUM / Flat Fee
View profile
CJ

Chad Jay Horne

Texas·CRD #5954889
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
15 yrs
States
2
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
CJ

Chad Jeffrey Perry

Texas·CRD #5020216
IA Rep

Investment Adviser Rep at LEVEL FOUR ADVISORY SERVICES

Experience
20 yrs
States
1
Exams
4
Since
2006
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$40k
View profile
CJ

Chad Jeremy Richey

Alabama·CRD #4396314
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
25 yrs
States
2
Exams
7
Since
2001
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Chad Jonathan Rusten

Minnesota·CRD #2357867
Dual-registered

Dual-registered at ELEMENT SQUARED PRIVATE WEALTH

Experience
23 yrs
States
2
Exams
7
Since
2003
Est. fee
AUM
Minimum
$50k
View profile
CJ

Chad Joseph Antone

Michigan·CRD #8057746
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
CJ

Chad Joseph David

Louisiana·CRD #2164762
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
35 yrs
States
2
Exams
5
Since
1991
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Chad Joseph Kruse

Iowa·CRD #3117191
Dual-registered

Dual-registered at NATIONS FINANCIAL GROUP, INC.

Experience
28 yrs
States
2
Exams
4
Since
1998
Est. fee
AUM / Flat Fee
Minimum
$25k
View profile
CJ

Chad Joseph McQueen

New Jersey·CRD #7623991
Dual-registered

Dual-registered at CONCURRENT INVESTMENT ADVISORS, LLC

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Chad Joseph Nichter

Indiana·CRD #5902865
Dual-registered

Dual-registered at NEWEDGE ADVISORS

Experience
14 yrs
States
2
Exams
8
Since
2012
Fee
AUM / Hourly / Flat Fee
View profile
CJ

Chad Joseph Rawleigh

Illinois·CRD #5116686
Dual-registered

Dual-registered at FINANCIAL SOLUTIONS ADVISORY GROUP

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
CJ

Chad Joseph Rzeznik

New Jersey·CRD #5153485
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
20 yrs
States
2
Exams
3
Since
2006
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Chad Justin Hodges

South Dakota·CRD #6899291
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Flat Fee
View profile
CK

Chad Kallam Stephens

Georgia·CRD #2380635
Dual-registered

Dual-registered at BUCKHEAD CAPITAL MANAGEMENT, LLC

Experience
5 yrs
States
1
Exams
3
Since
2021
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CK

Chad Kenji Takanishi

Hawaii·CRD #5955922
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
15 yrs
States
1
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CK

Chad Kreda

Michigan·CRD #7130839
IA Rep

Investment Adviser Rep at KINTRA WEALTH, LLC

Experience
5 yrs
States
1
Exams
1
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
CL

Chad Lafate Clary

Colorado·CRD #3076750
Dual-registered

Dual-registered at AMERICANA PARTNERS, LLC

Experience
27 yrs
States
2
Exams
7
Since
1999
Est. fee
AUM / Flat Fee
View profile
CL

Chad Lee Muehlbauer

Wisconsin·CRD #4424215
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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